What is the 13F Pro Quality Score for VSXY?

13F Pro ranks Victoria's Secret & Co. (VSXY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View VSXY's current score at https://13fpro.ai/company/VSXY (free sign-up required for the full ranking).

Which hedge funds own the most VSXY stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of VSXY include BlackRock,, FMR, BBFIT INVESTMENTS PTE LTD. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/VSXY as soon as new 13F filings post.

Where does 13F Pro source VSXY data?

All Victoria's Secret & Co. fundamentals and ownership data come directly from SEC EDGAR. Victoria's Secret & Co. files with the SEC under CIK 1856437. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is VSXY in?

Victoria's Secret & Co. (VSXY) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives VSXY's revenue?

Per Victoria's Secret & Co.'s latest 10-Q filed with the SEC on 2026-09-04, the biggest revenue drivers are: Stores – North America ($898M, +9% YoY); Direct ($439M, +8% YoY); International ($274M, +20% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/VSXY.

How often is VSXY research updated on 13F Pro?

VSXY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Victoria's Secret & Co.(VSXY)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Consumer Discretionary →NYSEmid

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SEC EDGAR: CIK 1856437 VSXY stock profile & AI dashboard →

13F Pro Quality Score

65.6/100

Rank #472 of 2,961 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

66.4/100

Profitability

59.3/100

Balance Sheet

79.6/100

Earnings Quality

67.3/100

Free Cash Flow

50.7/100

Institutional Flow

65.7/100

Revenue Scale

82.6/100

Dilution Risk

62.1/100

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Why VSXY Scores 66/100

exact factor attribution · 2026-09-11

VSXY's composite is driven by scale and revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+4.9 pts

83th pct

Revenue growth

+3.3 pts

66th pct

Capital efficiency

+3.0 pts

80th pct

Earnings quality

+1.7 pts

67th pct

Profitability

+1.4 pts

59th pct

Institutional flow

+0.8 pts

66th pct

Shareholder dilution

+0.6 pts

62th pct

Free cash flow

+0.1 pts

51th pct

Earnings growth

-0.2 pts

47th pct

Latest change (2026-09-04): 59 → 43 · ↓ earnings_quality 73→1; ↓ Free cash flow 40→18

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in VSXY

Events flagged as statistical outliers against VSXY's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-09-04
VSXY quality score dropped 16 points (59→43) on a new filing
View source filing →

VSXY Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Victoria's Secret & Co. (VSXY), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores VSXY at 65.6/100 on a 32-signal composite quality model, placing it at rank #472 of 2,961 stocks — the top 25% of the AI-ranked universe. VSXY scores in the top quartile across revenue scale (82.6), balance sheet strength (79.6). Based on the latest XBRL financial filings (Q2 2026), Victoria's Secret & Co. reports quarterly revenue of $1.6B, net income of $183.0M, free cash flow of $328.0M. Top institutional holders of VSXY by reported 13-F value include BlackRock, FMR, BBFIT INVESTMENTS PTE LTD, based on the most recent SEC filings. VSXY trades on the NYSE exchange and files with the SEC under CIK 1856437. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VSXY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Victoria's Secret & Co. directly from SEC EDGAR. Victoria's Secret & Co.'s 13F Pro composite quality score has ranged between 32 and 68 since 2022, currently 65.6 — a stable long-term trajectory across 64 quarterly and live scoring snapshots.

✦

Fun facts about Victoria's Secret & Co.

Quirks, history, and lore behind VSXY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. specialty retail company · mid-cap · listed on NYSE · headquartered in Ohio.
2
The Numbers
Annual revenue in the low billions, with roughly 1,300+ stores across the U.S. and a growing direct-to-consumer business online.
3
The History
Spun off as an independent public company in 2021 after decades as a division of a larger retail conglomerate — finally free to run its own runway.
4
The Secret
The parent company it split from also owns Bath & Body Works, which retained the old ticker and arguably got the better end of the breakup in Wall Street's eyes.
5
The Lore
Once the undisputed queen of the American mall lingerie market, it's spent recent years trying to shed a supermodel-only image and reposition around inclusivity — with mixed results.
6
The Giveaway
Pink hoodies, Angel wings, and a catalog that defined the late-90s — this is the world's most famous lingerie and loungewear brand, finally flying solo.

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What's Driving VSXY's Business? Latest 10-Q Breakdown

AI-extracted from Victoria's Secret & Co.'s 10-Q filed 2026-09-04 — Q2 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Stores – North America$898M+9% YoY

Increases in average unit retail and traffic, partially offset by decrease in units per transaction.

Direct$439M+8% YoY

Increases in traffic and average unit retail, partially offset by decreases in conversion and units per order.

Biggest Revenue Drivers

Total revenue: $1.611B+10% YoY

Stores – North America$898M+9% YoY

Increases in average unit retail and traffic, partially offset by decrease in units per transaction.

Direct$439M+8% YoY

Increases in traffic and average unit retail, partially offset by decreases in conversion and units per order.

International$274M+20% YoY

Increases in China net sales and franchise royalties, partially offset by decrease in sourcing sales to partners.

Largest Expense Items

Costs of Goods Sold, Buying and Occupancy$852M-9% YoY

Decreased due to $135M IEEPA tariff refund benefit, partially offset by increased fulfillment costs from net sales growth.

General, Administrative and Store Operating Expenses$502M+5% YoY

Increase primarily due to increases in store selling and marketing expenses, with rate decline due to leverage from net sales growth.

Interest Expense$15M-17% YoY

Decreased due to lower average outstanding debt under ABL and Term Loan facilities and lower average borrowing rate.

Margins: Gross profit rate increased to 47.1% from 35.6% YoY, primarily driven by $135M IEEPA tariff refunds, leverage in buying and occupancy, increased regular-priced selling, and decreased promotional activity. Operating margin expanded significantly to 15.9% from 2.8%.

Watch Items from the Filing

$135M IEEPA tariff refund recognized in Q2; company received $148M cash in refunds representing over 95% of total IEEPA tariffs paid; future tariff impacts uncertain.
May 2025 security incident estimated to negatively impact Q2 2025 sales by ~$20M and operating income by ~$14M; cybersecurity insurance claim ongoing.
International channel net sales increased 20% YoY; China operations and franchise partnerships showing strong growth momentum.
Comparable sales grew 9% YoY (stores and direct combined) in Q2; comp store sales +7%, indicating sustained underlying demand.
Long-term debt of $975M includes $597M of 4.625% senior notes due July 2029 and $378M term loan due August 2028; ABL availability $649M as of August 1, 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.6B

Net Income

Q2 2026

$183.0M

Free Cash Flow

Q2 2026

$328.0M

ROIC

Q2 2026

52.3%

D/E Ratio

Q2 2026

0.98

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+5.2% YoY

$6.55BFY 2026

FY23 $6.34BFY24 $6.18BFY25 $6.23BFY26 $6.55B

Net Income

-2.4% YoY

$161.0MFY 2026

FY23 $348.0MFY24 $109.0MFY25 $165.0MFY26 $161.0M

Operating Income

-12.6% YoY

$271.0MFY 2026

FY23 $478.0MFY24 $246.0MFY25 $310.0MFY26 $271.0M

EPS (Diluted)

-5.9% YoY

$1.93FY 2026

FY23 $4.14FY24 $1.39FY25 $2.05FY26 $1.93

Total Assets

+10.6% YoY

$5.01BFY 2026

FY23 $4.71BFY24 $4.60BFY25 $4.53BFY26 $5.01B

Total Debt

-0.2% YoY

$975.0MFY 2026

FY23 $1.27BFY24 $1.12BFY25 $977.0MFY26 $975.0M

Op. Cash Flow

+17.4% YoY

$499.0MFY 2026

FY23 $437.0MFY24 $389.0MFY25 $425.0MFY26 $499.0M

Free Cash Flow

+26.3% YoY

$312.0MFY 2026

FY23 $273.0MFY24 $133.0MFY25 $247.0MFY26 $312.0M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$6.55B +5.2%	$6.23B +0.8%	$6.18B -2.6%	$6.34B -6.5%	$6.79B +25.3%	$5.41B
Net Income	$161.0M -2.4%	$165.0M +51.4%	$109.0M -68.7%	$348.0M -46.1%	$646.0M +997.2%	$-72.0M
Operating Income	$271.0M -12.6%	$310.0M +26.0%	$246.0M -48.5%	$478.0M -45.1%	$870.0M +961.4%	$-101.0M
EPS (Diluted)	$1.93 -5.9%	$2.05 +47.5%	$1.39 -66.4%	$4.14 -42.3%	$7.18 +975.6%	$-0.82
Total Assets	$5.01B +10.6%	$4.53B -1.5%	$4.60B -2.4%	$4.71B +8.4%	$4.34B +2.7%	$4.23B
Total Debt	$975.0M -0.2%	$977.0M -13.1%	$1.12B -11.8%	$1.27B +29.8%	$982.0M +912.4%	$97.0M
Operating Cash Flow	$499.0M +17.4%	$425.0M +9.3%	$389.0M -11.0%	$437.0M -48.6%	$851.0M +26.3%	$674.0M
Free Cash Flow	$312.0M +26.3%	$247.0M +85.7%	$133.0M -51.3%	$273.0M -60.0%	$682.0M +24.7%	$547.0M

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Available Research

13F Pro tracks comprehensive data for Victoria's Secret & Co. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of VSXY

BlackRock, Inc.
$994.1M11,908,110 sh
FMR LLC
$787.7M9,435,888 sh
BBFIT INVESTMENTS PTE LTD
$742.9M8,898,930 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$411.5M4,929,204 sh
VANGUARD CAPITAL MANAGEMENT LLC
$298.0M3,570,051 sh
STATE STREET CORP
$255.9M3,065,050 sh
GOLDMAN SACHS GROUP INC
$176.0M2,107,912 sh
GEODE CAPITAL MANAGEMENT, LLC
$176.0M2,107,381 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$163.9M1,962,809 sh
DIMENSIONAL FUND ADVISORS LP
$162.2M1,942,411 sh

Fund	Value	Shares
BlackRock, Inc.	$994.1M	11,908,110
FMR LLC	$787.7M	9,435,888
BBFIT INVESTMENTS PTE LTD	$742.9M	8,898,930
VANGUARD PORTFOLIO MANAGEMENT LLC	$411.5M	4,929,204
VANGUARD CAPITAL MANAGEMENT LLC	$298.0M	3,570,051
STATE STREET CORP	$255.9M	3,065,050
GOLDMAN SACHS GROUP INC	$176.0M	2,107,912
GEODE CAPITAL MANAGEMENT, LLC	$176.0M	2,107,381
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$163.9M	1,962,809
DIMENSIONAL FUND ADVISORS LP	$162.2M	1,942,411

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Is VSXY a good stock to buy?

13F Pro's AI-powered analysis of Victoria's Secret & Co. (VSXY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VSXY are available on the VSXY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. VSXY is classified as a mid company.

Which hedge funds own VSXY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling VSXY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Victoria's Secret & Co.'s investment landscape.